Remote Client Concierge & CRM Specialist (Western Australia)

Remote Client Concierge & CRM Specialist (Western Australia)

06 Aug
|
Assetara
|
Western Australia

06 Aug

Assetara

Western Australia

Assetara Limited is seeking a Client Relationship & Support Specialist to join our Perth operations, delivering concierge-level account assistance via the Assetara platform from a remote capacity. The role focuses on client communication, CRM administration, and compliant support, with strict adherence to confidentiality, security, and data protection guidelines and no investment-advice duties.

You will act as the primary contact for clients, coordinate scheduled calls, review portfolio context,

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📌 Remote Client Concierge & CRM Specialist (Western Australia)
🏢 Assetara
📍 Western Australia

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